See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,265 | $69,515-30.6% | $86,874-44.4% | $85,850-43.8% |
| Participation rate | 96.0% | 66.3%+29.7pp | 71.6%+24.4pp | 69.3%+26.7pp |
| Annual return | 30.23% | 20.12%+10.1pp | 63.52%-33.3pp | 318.53%-288.3pp |
| Employer contribution / active EE | $1,338 | $1,880-28.8% | $2,495-46.4% | $2,565-47.8% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,699-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,972-100.0% | $5,828-100.0% | $6,260-100.0% |